RIA Group, LLC

Overview

RIA Group, LLC is a recently formed limited liability company that registered with the SEC in 2026. The firm is individually owned and characterized as an unclassified adviser. It positions itself as a capital allocator and provides a mix of advisory services, including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and manager selection/selection of other advisers. The firm's fee framework is flexible: it can charge a percentage of assets under management as well as hourly fees and fixed fees, which suggests it will serve both ongoing advisory relationships and project-based planning or consulting engagements. RIA Group, LLC does not identify as an active ESG investor and is not set up as a multistate adviser; it is flagged as a newly formed adviser. The inclusion of manager selection among its services implies an emphasis on outsourcing certain investment decisions to third-party subadvisers or external managers when appropriate.

Assets & Accounts